Solutions · Financial services

The AI-native ERP for financial services.

Governed, auditable operations on one AI-native ERP — finance, risk, CRM and HR with multi-entity consolidation, controls and a complete audit trail, run by one AI.

The AI-native ERP for Financial services12 suites · 100+ modulesOne system of record
The challenge

What Financial services teams need from an ERP.

The work is specialised — but the operations underneath don’t have to live in a dozen disconnected systems.

Multi-entity finance

Consolidation, intercompany and currency without a second system.

Controls & audit

SoD, financial controls and evidence always available.

Client & deal record

CRM, CPQ and incentive comp on one record.

Regulated workforce

Onboarding, learning and compliance for a regulated team.

One system

What Financial services runs on BrioSync.

The suites that matter most for Financial services — all on the same AI-native ERP, operated by one AI agent.

Why BrioSync

Why Financial services teams choose the AI-native ERP.

One live record for the whole business — and an AI that runs and changes all of it, by voice or chat.

Consolidated & live

Plan, actual and consolidation on one ledger.

Provably compliant

Controls in the flow with a full audit trail.

Explainable numbers

Every figure drills back to source journals.

Governed AI

Autonomy that is scoped, audited and reversible.

See BrioSync for Financial services.

Book a demo and we’ll show the AI-native ERP running your whole business on one system — priced to the modules and team you need.